Relational Investors LLC is a large advisory firm based in San Diego. It manages $2.87 billion of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Relational Investors provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Relational Investors LLC is $2.87 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 373% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Relational Investors LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Relational Investors LLC performs its advisory services is located at 12400 High Bluff Dr., San Diego, CA 92130, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 858-704-3333 or by fax 858-704-3344. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at rillc.com.